A simple, highly effective path to clarity
Here is exactly what happens, from the first conversation to your first monthly review.
Discovery call
20 minutes · phone or videoWe ask who handles your bookkeeping today, how current the books are, what software you use, and what causes the biggest headache. No pitch, just questions.
Financial Score
About 3 minutes · freeYou rate one statement for each of eight areas, answer three red-flag checks and a few questions about you. It produces a score out of 100 and shows where support will create the most value. Take it yourself, or walk through the full diagnostic with us.
One clear recommendation
Clear scope · no surprisesWe recommend the package that fits, rather than asking you to figure out what you need. Your proposal and engagement agreement spell out the scope, the monthly fee and any one-time cleanup or setup.
Onboarding
Secure portal · checklist drivenSecure access to your accounting system, a review of opening balances, and any cleanup or catch-up so monthly service starts from accurate numbers. Documents go through your client portal, never by email.
Monthly close and review
Every month · on scheduleWe reconcile accounts, close the books on a set schedule and deliver your reports. Then we review them with you, so leadership knows what the numbers mean and what to do next.
Secure by default
Sensitive documents go through the client portal. Our website never asks for tax, Social Security, payroll or banking information.
Reliable and on time
A consistent close schedule, so reports are ready before your board or leadership meeting.
Communication that works
You always know what we need from you and when it’s due. We keep the process simple.
Before you call
Do you replace our CPA?
No. We like working alongside CPAs. We keep the books throughout the year so your CPA gets clean, organized records instead of reconstructing everything at tax time.
We’re months behind. Is that a problem?
Not at all. That’s the most common reason people call. Cleanup and catch-up are quoted on their own after we see the books, so monthly service starts from accurate numbers.
What does it cost?
Every engagement is quoted to fit. After the call and your Financial Score we recommend one package with a clear monthly fee and any one-time setup, in writing, before anything starts.
We’re on QuickBooks Desktop or spreadsheets. Can you help?
Yes. We work primarily in QuickBooks Online, and we’ll talk through the right setup for you on the call.
How do we send documents?
Through your secure client portal. Please never email tax, Social Security, payroll or banking details.
Know where you stand before your next big decision
Take the free Financial Score, or request a 20-minute call. No pitch, just questions about how your books are handled today.
